93 Avsnitt

  1. Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott

    Publicerades: 2024-01-14

  2. Macro Sunday #31 - Spiking freight rates bringing back inflation?

    Publicerades: 2024-01-07

  3. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

    Publicerades: 2023-12-31

  4. #29 - Inflation Volatility is back! Guest: Claus Vistesen

    Publicerades: 2023-12-24

  5. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

    Publicerades: 2023-12-17

  6. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

    Publicerades: 2023-12-09

  7. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

    Publicerades: 2023-12-03

  8. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

    Publicerades: 2023-11-26

  9. #24 - The End of US Outperformance? - Guest: Mike Green

    Publicerades: 2023-11-19

  10. #23 - Are central banks insolvent? Guest: Dario Perkins

    Publicerades: 2023-11-12

  11. #22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

    Publicerades: 2023-11-05

  12. #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

    Publicerades: 2023-10-29

  13. #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

    Publicerades: 2023-10-22

  14. #19 - Energy Stocks are the New Bonds

    Publicerades: 2023-10-15

  15. #18 - Higher energy prices triggering a recession?

    Publicerades: 2023-10-08

  16. #17 - The Nuclear Option

    Publicerades: 2023-10-01

  17. #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

    Publicerades: 2023-09-24

  18. #15 - Was that a pause from Lagarde?

    Publicerades: 2023-09-17

  19. #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

    Publicerades: 2023-09-10

  20. #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    Publicerades: 2023-09-02

4 / 5

Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context)  Find out more about Steno Research with the 30% discount code “macro30” at www.stenoresearch.com/subscribe

Visit the podcast's native language site